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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Close Asset Management
United Kingdom
$23K – – –
CCM
1977
Cloud Capital Management
Washington
$23K +$26.2K +203 New
KSWA
1978
Kathleen S. Wright Associates
Pennsylvania
$22.4K – – –
CTWM
1979
Cherry Tree Wealth Management
Minnesota
$22.2K +$10.1K +78 +70%
AIC
1980
Archer Investment Corporation
Indiana
$22.1K +$129 +1 +0.5%
NWMP
1981
Noble Wealth Management PBC
Colorado
$22.1K – – –
EPIMS
1982
Evelyn Partners Investment Management Services
$21.6K – – –
BCMLT
1983
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.4K +$2.19K +17 +10%
BC
1984
Broadwater Capital
Massachusetts
$21.4K – – –
AP
1985
Aspect Partners
Virginia
$20.9K +$258 +2 +1%
PWMG
1986
Private Wealth Management Group
New Jersey
$20.8K – – –
CTA
1987
Colonial Trust Advisors
South Carolina
$20.5K – – –
TWD
1988
True Wealth Design
Ohio
$20.5K +$9.79K +76 +76%
HWP
1989
Highline Wealth Partners
California
$20.5K +$5.41K +42 +32%
RTL
1990
Red Tortoise LLC
Georgia
$20.4K – – –
Q1WB
1991
Quest 10 Wealth Builders
Virginia
$20.1K -$7.22K -56 -25%
AWM
1992
Abound Wealth Management
Tennessee
$18.5K -$4.38K -34 -18%
MBFW
1993
Morton Brown Family Wealth
Pennsylvania
$18.1K +$4.77K +37 +31%
FPB
1994
First PREMIER Bank
South Dakota
$18K – – –
OW
1995
Olistico Wealth
Oklahoma
$18K – – –
CFFP
1996
Center for Financial Planning
Michigan
$17.5K – – –
AF
1997
Atala Financial
California
$17.4K – – –
CAWM
1998
Capital A Wealth Management
Pennsylvania
$17K +$129 +1 +0.7%
AW
1999
Avion Wealth
Texas
$17K – – –
1L
2000
10Elms LLP
Oklahoma
$16.7K – – –
78 79
80
81 82